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Student Accounts Advisor

💼 Graduate Job

San Francisco

AI generated summary

  • You need a high school diploma, 2 years customer service experience, exceptional communication skills, organizational abilities, and proficiency in Microsoft Office. Must be able to handle phone, in-person, and email communication effectively while multi-tasking.
  • You will assist students with financial aid inquiries, tuition billing, and refunds, ensuring compliance with policies. Help complete forms, review documents, conduct account audits, communicate policies, and provide excellent service in a student-centered environment.

Graduate Job

ConsultingSan Francisco


  • Full-time position reports to the Director of Student Accounts. The Student Account Advisor assists students in all aspects of the financial aid application process and all billing processes, provides clerical support and exceptional customer service. The Student Accounts Advisor position is the first point of contact for all student inquiries regarding tuition billing and payment. The position requires the ability to protect and maintain confidentiality of data communications.


  • High School or GED required
  • Minimum 2 years customer service/office clerical experience.
  • Ability to demonstrate exceptional customer service
  • Must demonstrate excellent organizational abilities and written communication skills.
  • Candidate must have the ability to communicate effectively, patiently, and sensitively over the phone, in person, and by e-mail.
  • Qualified applicants must be able to retain and relay accurate information.
  • Must have experience with Microsoft Office applications.
  • Ability to multi-task is essential.

Education requirements

Currently Studying

Area of Responsibilities



  • Responds to student inquiries regarding financial aid, tuition billing, and refunds via telephone, email, and/or in person while maintaining federal, state and intuitional policies in a consistent and understandable manner.
  • Assists students with the completion of required financial aid forms and electronic processes such as the Free Application for Student Financial Aid (FAFSA), master promissory notes, entrance loan counseling and other electronic forms.
  • Reviews collected documents for completeness and accuracy, thus ensuring timely awarding of Financial Aid for students.
  • Assists students submit payment for tuition and fees and payment plans.
  • Performs student account audits to ensure that all tuition and fees have been billed according to the student’s academic record and tuition and fee rates.
  • Assists in outgoing call campaigns, deadlines reminders, and other notifications as necessary.
  • Assists with Pre-Collection efforts on student’s accounts.
  • Assists with refund check projects.
  • Explains and enforces all policies that impact student accounts.
  • Documents pertinent information or discussions with students in a timely fashion.
  • Communicates and works with other student services offices to timely and effectively resolve student inquires.
  • Participates in orientation events as requested.
  • Performs special projects as assigned by the Director of Student Accounts and Director of Financial Aid.
  • Treats fellow employees, students, and the institution’s guests with civility, and in harmony with Hult’s student centered approach to education.


Work type

Full time

Work mode



San Francisco